Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNB FINANCIAL CORP/PACCNE · Entity 4966 | Director | January 30, 2026 | February 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CNB FINANCIAL CORP/PA
Report date January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,266 |
Reported balance
After 2026-01-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-30 · Grant · Acquired 1,805 · Balance 28,266 F1: Accumulated shares through the Dividend Reinvestment Plan in 2025 |
| Depositary SharesSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 F2: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 7.125% Series A Fixed-Rate Non-Cumulative Perpetual Preferred Stock, no par value per share. Depositary Shares were purchased in an underwritten public offering. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 293.88 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 293.88 F3: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4: n/a |
Filing footnotes · ownership attribution and instrument terms
F1: Accumulated shares through the Dividend Reinvestment Plan in 2025
F2: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 7.125% Series A Fixed-Rate Non-Cumulative Perpetual Preferred Stock, no par value per share. Depositary Shares were purchased in an underwritten public offering.
F3: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service.
F4: n/a
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 30, 2026 Filed Feb 3, 2026 13:35 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantCommon Stock | 1,805 | $27.70 | $49,998.50 |
DisclosureSEC source: 0001529029-26-000002 · wk-form4_1770125717.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,266 F1 · balance_after: Accumulated shares through the Dividend Reinvestment Plan in 2025 Read SEC document |
| May 14, 2025 Filed May 15, 2025 17:37 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantCommon Stock | 1,383 | $22.83 | $31,573.89 |
DisclosureSEC source: 0000736772-25-000127 · wk-form4_1747330617.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,318 Read SEC document |
| October 25, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 19.924 | $25.20 | $502.08 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 12 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288.661 Underlying: Common Stock · 19.924 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a F8 · balance_after: This total includes 1.894 additional shares acquired between October 1, 2024 and December 31, 2024 pursuant to dividend reinvestment Read SEC document |
| September 27, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 21.934 | $23.46 | $514.57 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 11 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266.843 Underlying: Common Stock · 21.934 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a F7 · balance_after: This total includes 1.701 additional shares acquired between July 1, 2024 and September 30, 2024 pursuant to dividend reinvestment Read SEC document |
| August 30, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 17.568 | $24.31 | $427.08 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 10 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243.208 Underlying: Common Stock · 17.568 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a Read SEC document |
| July 26, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 21.607 | $26.13 | $564.59 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 9 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225.64 Underlying: Common Stock · 21.607 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a Read SEC document |
| June 28, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 27.662 | $20.41 | $564.58 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 8 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204.033 Underlying: Common Stock · 27.662 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a F6 · balance_after: This total includes 1.344 additional shares acquired between April 1, 2024 and June 30, 2024 pursuant to dividend reinvestment Read SEC document |
| May 31, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 29.747 | $19.40 | $577.09 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 7 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175.027 Underlying: Common Stock · 29.747 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a Read SEC document |
| April 26, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 42.06 | $19.07 | $802.08 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 6 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145.28 Underlying: Common Stock · 42.06 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a Read SEC document |
| March 29, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 52.211 | $20.39 | $1,064.58 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 5 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103.22 Underlying: Common Stock · 52.211 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a F5 · balance_after: This total includes 0.442 additional shares acquired between January 1, 2024 and March 31, 2024 pursuant to dividend reinvestment Read SEC document |
| February 23, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 25.563 | $20.13 | $514.58 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 4 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50.567 Underlying: Common Stock · 25.563 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 21:21 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantCommon Stock | 1,639 | $21.35 | $34,992.65 |
DisclosureSEC source: 0001209191-24-002563 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,784 F1 · balance_after: Accumulated shares through Dividend Reinvestment Read SEC document |
| January 26, 2024 Filed Feb 3, 2025 22:24 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantPhantom Stock · Derivative | 25.004 | $22.58 | $564.59 |
DisclosureSEC source: 0000736772-25-000048 · wk-form5_1738621479.xml · derivative · entry 3 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25.004 Underlying: Common Stock · 25.004 shares Expires not disclosed F3 · security: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. F4 · derivative.exercise_price: n/a F4 · derivative.exercise_date: n/a F4 · derivative.expiration_date: n/a Read SEC document |
| February 01, 2023 Filed Feb 1, 2023 20:58 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GrantCommon Stock | 1,451 | $24.12 | $34,998.12 |
DisclosureSEC source: 0001209191-23-005894 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,984.26 F1 · balance_after: Accumulated shares through Dividend Reinvestment Read SEC document |
| September 21, 2022 Filed Sep 21, 2022 19:46 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | PurchaseCommon Stock | 1,000 | $23.50 | $23,500.00 |
DisclosureSEC source: 0001209191-22-050867 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,410 Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 17:38 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Purchasecommon stock | 4,507 | $25.79 | $116,235.53 |
DisclosureSEC source: 0001209191-22-016935 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,410 Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 14:55 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Purchasecommon stock | 493 | $25.42 | $12,532.06 |
DisclosureSEC source: 0001209191-22-016088 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,903 Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 16:58 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,310 | $26.71 | $34,990.10 |
DisclosureSEC source: 0001209191-22-006216 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,410 F1 · balance_after: Accumulated shares through Dividend Reinvestment Read SEC document |
| February 11, 2021 Filed Feb 11, 2021 16:26 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,427 | $21.03 | $30,009.81 |
DisclosureSEC source: 0001209191-21-009521 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,983 F1 · balance_after: Accumulated shares through Dividend Reinvestment Read SEC document |
| August 26, 2020 Filed Aug 26, 2020 18:42 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | PurchaseDepositary Shares | 1,000 | $25.00 | $25,000.00 |
DisclosureSEC source: 0001209191-20-048354 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 7.125% Series A Fixed-Rate Non-Cumulative Perpetual Preferred Stock, no par value per share. Depositary Shares were purchased in an underwritten public offering. F1 · kind: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 7.125% Series A Fixed-Rate Non-Cumulative Perpetual Preferred Stock, no par value per share. Depositary Shares were purchased in an underwritten public offering. Read SEC document |
| May 06, 2020 Filed May 7, 2020 16:01 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Purchasecommon stock | 1,000 | $16.00 | $16,000.00 |
DisclosureSEC source: 0001209191-20-027598 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,417 Read SEC document |
| March 12, 2020 Filed Mar 30, 2020 18:42 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Purchasecommon stock | 1,000 | $18.25 | $18,250.00 |
DisclosureSEC source: 0001209191-20-021670 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,417 Read SEC document |
| February 21, 2020 Filed Feb 21, 2020 14:00 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,184 | $29.56 | $34,999.04 |
DisclosureSEC source: 0001209191-20-011363 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,417 Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 13:45 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,385 | $25.27 | $34,998.95 |
DisclosureSEC source: 0001209191-19-012827 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,184 Read SEC document |
| March 20, 2018 Filed Mar 20, 2018 12:51 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Salecommon stock | 2,000 | $30.21 | $60,426.00 |
DisclosureSEC source: 0001209191-18-020787 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,751 Read SEC document |
| February 22, 2018 Filed Feb 22, 2018 18:00 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,300 | $26.92 | $34,996.00 |
DisclosureSEC source: 0001209191-18-012215 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,751 F1 · balance_after: Accumulated shares through Dividend Reinvestment F2 · balance_after: Acknowledge shares update per Director Read SEC document |
| February 24, 2017 Filed Feb 24, 2017 18:18 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 1,090 | $25.92 | $28,252.80 |
DisclosureSEC source: 0001209191-17-014198 · doc4.xml · nonDerivative · entry 1 Peterson Joel E. · CIK 0001529029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,200.568 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.